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This year, Dave and Tim are back to get your firm on track to achieve high-quality outcomes for your clients — and your firm.
CPD 4-Part Series: The 2023 Tax Planning Season
01 March 2023
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2 minute read
Dates: Monday Fortnights | 6 March | 20 March | 3 April | 17 April
Time: 1:00pm AEDT
CPD: 4 Hours | Certificate of Attendance Issued | Register Your Team
Think back to June 2022 — did your clients value the tax planning advice you presented? Were your remunerated appropriately for your years of experience and expertise?
This year, Dave and Tim are back to get your firm on track to achieve high-quality outcomes for your clients — and your firm.
Join us for four-part series to guide your team through the 2023 Tax Planning Season to:
- Realign your team and firm goals with the 2023 Action Plan.
- Marketing your tax planning service for maximum return — and get clients coming to you first!
- Implement up-to-date strategies in line with the latest guidance from the ATO.
- Deliver tangible advice that is easy to produce for accountants and easy to action for clients.
Great strategies save clients thousands, de-risk their lives and help them manage cash flow, yet so much of this advice is given away for free in avoidable "quick tax chats".
This Tax Planning Season, find new ways to impress your clients, automate your tax plan reports and standardise your advice to help more clients, all while de-risking your practice.
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